How do I add or assign Roles to Employees?

Updated on January 4, 2022 11:05PM by Admin

The owner of an account (person who created the first account in your company) and Super Users (person with access to all modules) have access to the Human Resources module by default, they can add new employees and assign them roles.

Steps to assign Access Privileges

  • Log in and access the Employees App from your universal navigation menu bar.
  • Create an employee profile or select an existing employee.
Employees App
  • At the bottom of the overview page of an employee, click on the "Add" button in the App Access Privileges section.
Add Role
  • Choose the role you would like to provide to the employee from the Add Role window.
Role Window
  • Save all your changes. The selected roles are added for the employee.
Roles Added


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